Joseph W. Davis, CPA/PFS, CFP®
Jody Davis, a founding Partner of Davis, Monk & Company, is a Partner in the Gainesville office. He is a member of the American Institute of Certified Public Accountants and a past president of the local chapter of the Florida Institute of Certified Public Accountants. Jody has assisted in various contract negotiations for the sale and/or purchase of various businesses. An arbitrator, Jody has arbitrated small to multimillion-dollar disputes and is currently on the neutrals panel of the American Arbitration Association (AAA). Jody's personal approach to these negotiations is creative and has enhanced his reputation throughout North Central Florida.
Jody has extensive experience in estate planning and has valuated companies for estate and gift purposes. He has also testified in court on valuation of operating companies and medical practices and was a founder and past president of the Estate Planning Council of Gainesville. Jody has also received the Certified Financial Planner (CFP®), Personal Financial Specialist (PFS), and the Certified Senior Advisor (CSA) designations and is a member of the American Association of Individual Investors. He holds Insurance and Series 7 and 66 securities licenses and offers life planning services to his clients through Davis-Monk Financial Group, Inc. (a registered investment advisory firm).
Jody is certified through the Supreme Court of Florida as a Family and County Court Mediator. He was instrumental in the founding of the North Central Florida Mediation Council and served as its first President. He is a member of the Association for Conflict Resolution and the Florida Academy of Professional Mediators.
Active in the community, Jody is a past president of the Gainesville Area Chamber of Commerce, has served as a former Board Member of both the Gainesville Jaycees and the Gainesville Rotary Club and is a Paul Harris Fellow. He is a founding board member of the Gainesville Area Innovation Network (GAIN) and the Gainesville Sports Organizing Committee (GSOC). He is a member emeritus of the Steering Committee for the Fisher School of Accounting at the University of Florida, chairman of the advisory committee for Dragon Rises College of Oriental Medicine, and is a Board member and past president of the Santa Fe Community College Endowment Corporation. He is a founding board member of Florida Citizens Bank after having been a board member of Barnett Banks of Alachua County. Jody recently became a board member of AvMed, a state-wide HMO operating in Florida with primary offices in Gainesville and Miami.
Securities offered through 1st Global Capital Corp., Member NASD, SIPC Investment Advisory services offered through 1st Global Advisors, Inc.
